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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,165 | $112,933-94.5% | $90,970-93.2% | $158,982-96.1% |
| Participation rate | 77.8% | 74.7%+3.0pp | 69.0%+8.8pp | 82.0%-4.2pp |
| Annual return | 34.76% | 215.82%-181.1pp | 134.60%-99.8pp | 302.99%-268.2pp |
| Employer contribution / active EE | $0 | $2,893-100.0% | $2,122-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,399 | $4,128+6.6% | $3,373+30.4% | $5,983-26.5% |
| Admin fee / account holder | $1,382 | $8,047-82.8% | $5,961-76.8% | $11,252-87.7% |